D365 F&O Lead - Finance & SCM Expert (Remote)

Remote; San Francisco (CA); Remote; USD 83,000 - 165,000; Full time

Benefits offered by this job

Competitive benefits

Job summary

New Era Technology is seeking a seasoned D365 F&O Functional Lead for an immediate contract engagement. The role centers on leading finance and supply chain configurations within Microsoft Dynamics 365 Finance & Operations, collaborating with business stakeholders, and delivering scalable solutions from a remote US-based environment.

You will write or modify code in X++, troubleshoot technical issues, and support end-to-end financial processes including cash application, collections, and

Qualifications

• Extensive hands-on experience with Microsoft Dynamics 365 Finance & Operations.
• Strong functional expertise in D365 F&O Finance and Supply Chain Management.
• Deep understanding of financial setups, transaction processing, and system configuration.
• Proven experience supporting month-end close and financial reconciliation processes.
• Strong hands-on experience with cash application, Accounts Receivable, and collections.
• Understanding of D365 F&O tables, data structures, relationships, and transaction flows.
• Ability to write, modify, debug, or troubleshoot code and support custom modifications in D365 F&O.
• Knowledge of X++ and D365 F&O development concepts.
• Experience with functional specifications, fit-gap analysis, testing, and production support.
• Strong analytical, troubleshooting, and problem-solving skills.
• Excellent verbal and written English communication skills, with the ability to lead stakeholder discussions independently.
• Ability to work independently in a fast-paced contract environment and manage competing priorities.
• Must be based in the United States and available to work during US East Coast business hours.
• Must be able to travel to Philadelphia, PA, occasionally as required.

Responsibilities

• Lead functional activities across Microsoft Dynamics 365 Finance and Supply Chain Management.
• Gather, analyze, and document business requirements from finance, accounting, collections, and supply chain stakeholders.
• Translate business requirements into functional specifications, solution designs, and system configurations.
• Conduct fit-gap analysis and recommend standard D365 F&O functionality or custom solutions based on business needs.
• Lead functional workshops, requirements discussions, solution walkthroughs, and stakeholder meetings.
• Provide functional guidance to business users and technical teams throughout implementation and enhancement activities.
• Ensure system configurations align with business processes, financial controls, and operational requirements.
• Configure and support core D365 F&O financial modules, including General Ledger, Accounts Receivable, Accounts Payable, and Cash and Bank Management.
• Support financial dimensions, account structures, posting profiles, journals, financial calendars, and related configurations.
• Manage and troubleshoot month-end and year-end closing processes.
• Support financial reconciliations, transaction postings, period-end adjustments, and financial reporting requirements.
• Configure and support customer payment processing, cash application, payment matching, and related reconciliation activities.
• Support collections processes, overdue receivables management, customer balances, and collection prioritization.
• Troubleshoot financial transaction errors, posting issues, and discrepancies between subledgers and the General Ledger.
• Assist with financial process improvements, automation opportunities, and controls.
• Analyze and improve cash application processes, including customer payment processing, remittance matching, and payment reconciliation.
• Configure and troubleshoot relevant D365 F&O functionality supporting customer payments and cash application.
• Work with Accounts Receivable teams to resolve unapplied cash, payment discrepancies, and customer account issues.
• Support collections workflows, collection letters, customer aging, credit and collections processes, and outstanding receivables management.
• Investigate issues involving customer transactions, payment settlements, deductions, and account balances.
• Identify opportunities to streamline cash application and collections through standard functionality, configuration, or custom modifications.
• Provide functional expertise across relevant D365 F&O Supply Chain Management processes.
• Configure and support procurement, inventory management, product information, order processing, and related supply chain workflows as required.
• Analyze business processes and identify configuration gaps, process inefficiencies, and system issues.
• Troubleshoot integration and transaction issues affecting finance and supply chain operations.
• Ensure appropriate integration between supply chain transactions and financial postings.
• Collaborate with finance and operational stakeholders to validate end-to-end business processes.
• Support system enhancements and process optimization across finance and supply chain functions.
• Perform hands-on D365 F&O configuration and maintain relevant system parameters, master data settings, tables, and related functional setups.
• Configure modules and business processes based on approved requirements.
• Understand D365 F&O data structures, table relationships, transaction flows, and dependencies between modules.
• Analyze existing configurations and identify root causes of functional issues.
• Document configuration changes, dependencies, and functional design decisions.
• Validate configuration changes through functional testing and regression testing.
• Write, modify, and troubleshoot code to support D365 F&O customizations and business requirements.
• Work with technical teams to design and implement custom modifications where standard functionality does not meet business needs.
• Demonstrate the ability to understand existing code, identify defects, and implement appropriate fixes or enhancements.
• Work with X++ and relevant D365 F&O development components, including extensions, classes, tables, and business logic, as applicable.
• Analyze technical issues affecting financial and supply chain transactions.
• Support integrations, data entities, custom business logic, and related technical components.
• Perform technical validation and testing to ensure custom modifications function correctly and do not disrupt existing business processes.
• Follow Microsoft development and extensibility best practices when implementing custom solutions.
• Develop and execute functional test scenarios and support system integration testing (SIT) and user acceptance testing (UAT).
• Validate end-to-end financial and supply chain processes.
• Investigate and resolve application defects, configuration issues, and transaction errors.
• Perform root cause analysis and recommend permanent corrective actions.
• Support production incidents, system enhancements, and business-critical issue resolution.
• Coordinate defect resolution with technical teams, business users, and other stakeholders.
• Maintain documentation for test cases, defects, resolutions, and system changes.
• Serve as a functional lead and primary point of contact for assigned D365 F&O workstreams.
• Communicate technical and functional concepts clearly to business and IT stakeholders.
• Prepare functional specifications, configuration documentation, process flows, test scenarios, and implementation notes.
• Provide regular updates on project progress, risks, dependencies, and outstanding issues.
• Facilitate discussions between finance, supply chain, technical teams, and business leadership.
• Maintain clear documentation of decisions, requirements, customizations, and completed deliverables.

Skills

D365 F&O Functional Leadership

Finance and Accounting

Cash Application

Collections

Supply Chain Management

Documentation & Stakeholder comms

English communication

Tools

X++

LCS

Azure DevOps

Job description

New Era Technology is seeking a seasoned D365 F&O Functional Lead for an immediate contract engagement. The role centers on leading finance and supply chain configurations within Microsoft Dynamics 365 Finance & Operations, collaborating with business stakeholders, and delivering scalable solutions from a remote US-based environment.

You will write or modify code in X++, troubleshoot technical issues, and support end-to-end financial processes including cash application, collections, and